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SCHR

Schwab Intermediately-Term US Treasury ETF

508 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

6% more funds holding

Funds holding: 481508 (+27)

4% more capital invested

Capital invested by funds: $9.97B → $10.4B (+$419M)

0.89% less ownership

Funds ownership: 82.09%81.2% (-0.89%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
508
Holders Change
+27
Holders Change %
+5.61%
% of All Funds
6.26%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.55%
New
74
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$918K -$43.2K -1,725 -4%
FFG
252
Frisch Financial Group
New York
$917K +$922K +36,798 New
Truist Financial
253
Truist Financial
North Carolina
$913K +$470K +18,771 +105%
NWAG
254
Net Worth Advisory Group
Utah
$888K +$53.5K +2,136 +6%
FT
255
Fiduciary Trust
Massachusetts
$874K
WJA
256
Willis Johnson & Associates
Texas
$874K -$518K -20,652 -37%
BIA
257
Bell Investment Advisors
California
$842K +$5.46K +218 +0.6%
MC
258
Moors & Cabot
Massachusetts
$838K +$12.6K +501 +2%
IWC
259
Integrated Wealth Concepts
Massachusetts
$828K +$240K +9,584 +41%
BF
260
Brucke Financial
Indiana
$818K -$29.5K -1,178 -3%
SPF
261
South Plains Financial
Texas
$812K -$25.8K -1,031 -3%
AA
262
Alesco Advisors
New York
$805K
OFS
263
OneAscent Financial Services
Alabama
$792K +$34K +1,356 +4%
EWM
264
Evermay Wealth Management
Virginia
$774K +$71.9K +2,870 +10%
MFG
265
Merit Financial Group
Georgia
$763K -$50.8K -2,028 -6%
ASN
266
Advisory Services Network
Georgia
$757K +$762K +30,384 New
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$756K -$344K -13,705 -31%
SG
268
StoneX Group
New York
$748K -$343K -13,683 -31%
MOS
269
MGO One Seven
Ohio
$726K +$131K +5,214 +22%
RRA
270
Red Reef Advisors
Florida
$725K +$76.2K +3,040 +12%
SWM
271
SeaCrest Wealth Management
New York
$724K -$32.3K -1,288 -4%
HAG
272
HighPoint Advisor Group
Illinois
$708K +$125K +4,985 +21%
MKA
273
M. Kulyk & Associates
Georgia
$686K +$147K +5,859 +27%
XPN
274
XY Planning Network
Montana
$680K +$130K +5,206 +23%
VST
275
Van Strum & Towne
California
$679K +$62.2K +2,480 +10%